Estate Planning Attorneys in Carpinteria, CA

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List of Firms

Top Carpinteria, CA Estate Planning Law Firms

Bryce Killen Attorney At Law
Location 5320 Carpinteria Ave a, Carpinteria, CA 93013, USA
Phone (805) 698-4162
Directions
Bright & Powell Attorneys
4 out of 5
Location 4299 Carpinteria Ave # 200, Carpinteria, CA 93013, USA
Phone (805) 684-8480
Directions
GM Group, PC
Location 211 E Carrillo St #300, Santa Barbara, CA 93101, USA
Phone (805) 892-2201
Directions
Felix & Killen Law
Location 1056 Eugenia Pl b, Carpinteria, CA 93013, USA
Phone (805) 845-9091
Directions
Law Offices of Gregory I. McMurray, P.C.
5 out of 5
Location 1035 Santa Barbara St, Santa Barbara, CA 93101, USA
Phone (805) 965-3703
Directions
Virginia Fuentes Law
5 out of 5
Location 1117 State St, Santa Barbara, CA 93105, USA
Phone (805) 303-4447
Directions
Preston Marx Law Office
Location 4299 Carpinteria Ave # 100, Carpinteria, CA 93013, USA
Phone (805) 566-9500
Directions
Korling Law
5 out of 5
Location 1135 Eugenia Pl, Carpinteria, CA 93013, USA
Phone (805) 881-2065
Directions
O'Hare Law Office
5 out of 5
Location 27441 Tourney Rd Suite 140, Valencia, CA 91355, USA
Phone (661) 250-6861
Directions
Hermance Law - Estate Planning Mom®
5 out of 5
Location 4476 Market St Suite 602, Ventura, CA 93003, USA
Phone (805) 386-9253
Directions
Parks Erin R.
5 out of 5
Location 625 E Victoria St, Santa Barbara, CA 93103, USA
Phone (805) 899-7717
Directions
Edsall Law
5 out of 5
Location 400 Camarillo Ranch Rd #102, Camarillo, CA 93012, USA
Phone (805) 633-5140
Directions
Island View Law
5 out of 5
Location 4299 Carpinteria Ave Ste 101, Carpinteria, CA 93013, USA
Phone (805) 576-7693
Directions
Gary Crowder Law Office
Location 5432 Carpinteria Ave, Carpinteria, CA 93013, USA
Phone (805) 684-5995
Directions
Estate Planning Lawyers in Carpinteria, CA

Where Estate Planners in Carpinteria, CA Serve

Carpinteria, a charming coastal city in Santa Barbara County, California, boasts a plethora of landmarks and attractions. From the Carpinteria State Beach, known for its pristine white sands, to the Carpinteria Bluffs Nature Preserve, a haven for hikers and nature enthusiasts, the city offers something for everyone. The Carpinteria Valley Museum of History, housed in a former grammar school, is a must-visit for history buffs, while the Seal Sanctuary provides a unique opportunity to observe these adorable creatures up close. In terms of top employers, Carpinteria is home to several major companies, including Procore Technologies, a leading construction management software provider, and Venoco, an oil and gas exploration and production company. The city also has a thriving agricultural industry, with major players such as Driscoll's and Hollandia Produce.

Financial Services Related to Estate Planning in Carpinteria, CA

Banks and Credit Unions

Residents of Carpinteria, CA would benefit greatly from having a bank in their community. One of the most common ways a bank can help is by providing access to financial services such as checking and savings accounts, loans, and credit cards. With Carpinteria being a small coastal town, many residents rely on the tourism industry for income. A local bank could offer small business loans to help entrepreneurs start or expand their businesses, which would in turn benefit the local economy. Additionally, a bank could provide financial education and resources to help residents manage their money and plan for the future. Overall, having a bank in Carpinteria would provide residents with the necessary tools to achieve financial stability and success.

Insurance Broker

Residents of Carpinteria, CA can benefit greatly from the services of an insurance broker. With its proximity to the ocean and high risk of wildfires, Carpinteria residents need insurance coverage that is tailored to their unique needs. An insurance broker can help residents find the right policies to protect their homes and belongings from these potential hazards. Additionally, an insurance broker can help residents navigate the complexities of health insurance and find the best coverage for their family's needs. Whether it's finding the right auto insurance policy or securing life insurance, an insurance broker can provide valuable guidance and support to the residents of Carpinteria, CA.

Retirement Planning

Residents of Carpinteria, CA would greatly benefit from the expertise of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized retirement plan for each individual. Carpinteria is a small coastal town with a high cost of living, and many residents may not have saved enough for retirement. A retirement planner can help them identify their retirement goals and create a plan to achieve them. Additionally, a retirement planner can provide guidance on tax-efficient investing, Social Security benefits, and healthcare costs. With the help of a retirement planner, residents of Carpinteria can feel more confident and secure in their retirement years.

Wealth Management

Residents of Carpinteria, CA can benefit from the services of a wealth manager in a variety of ways. For instance, a wealth manager can help them manage their investments, plan for retirement, and navigate complex tax laws. However, one specific way that a wealth manager can help residents of Carpinteria is by providing guidance on how to manage their wealth in a way that supports the local community. Carpinteria is a small coastal town that relies heavily on tourism and agriculture. A wealth manager can help residents invest in local businesses and support sustainable farming practices, which can have a positive impact on the local economy and environment. Additionally, a wealth manager can help residents plan for the potential impact of climate change on their investments and finances, which is a growing concern in coastal communities like Carpinteria.

Financial Advisor

Residents of Carpinteria, CA can greatly benefit from the services of a financial advisor. With its prime location in Southern California, Carpinteria is a popular tourist destination and home to many small businesses. A financial advisor can assist residents with managing their finances, including budgeting and investing, to ensure they are well-prepared for unexpected expenses and can take advantage of opportunities to grow their wealth. Additionally, with the high cost of living in California, a financial advisor can help residents navigate the complexities of retirement planning and ensure they have a solid financial plan in place for their future. Overall, a financial advisor can provide valuable guidance and support to residents of Carpinteria, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Carpinteria, CA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the high cost of living in Carpinteria, many residents may struggle to save up for a down payment on a home. A mortgage loan officer can help these individuals find loan options that require a lower down payment or offer assistance programs. Additionally, Carpinteria is known for its beautiful beachfront properties, which can come with a hefty price tag. A mortgage loan officer can help residents navigate the complexities of securing a jumbo loan for these larger properties. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Carpinteria looking to achieve their dream of homeownership in this picturesque coastal town.

Tax Services

Residents of Carpinteria, CA can benefit from the expertise of a tax advisor in a number of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that apply to their specific situation. This is particularly important for residents of Carpinteria, as the area is home to a large number of small businesses and self-employed individuals who may have unique tax needs. A tax advisor can help these individuals understand their tax obligations, identify deductions and credits that may be available to them, and ensure that they are in compliance with all relevant laws and regulations. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can have a significant impact on a resident's tax liability. Overall, working with a tax advisor can help residents of Carpinteria make informed decisions about their finances and ensure that they are maximizing their tax benefits while minimizing their tax burden.

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